Client Engagement Associate
About The Position
Valitana is seeking a Client Engagement Associate to build and maintain strong relationships with our clients, ensuring they continuously derive value from Valitana's platforms. This role is ideal for a detail-oriented, client-focused professional with excellent communication skills who is eager to work at the intersection of financial technology and customer success. The individual in this role will develop a deep familiarity with Valitana's platforms and engage with current and prospective clients on their usage of Valitana products. They will serve as a key point of contact for clients, gathering and analyzing feedback, driving retention, and identifying opportunities to expand platform adoption. This is a high-visibility role with direct impact on client satisfaction and revenue growth.
Requirements
- 2–4 years of experience in client engagement, customer success, account management, or a related field.
- Bachelor's degree in Finance, Business, Communications, or a related field.
- Strong organizational skills with a keen attention to detail and the ability to manage multiple client relationships simultaneously.
- Excellent written and verbal communication skills, with the ability to engage professionally with institutional clients.
- Demonstrated ability to analyze data and translate customer feedback into meaningful insights.
- Ability to quickly understand and articulate new financial and technical concepts.
- Proficiency in Microsoft Excel at an intermediate level (e.g., VLOOKUP, XLOOKUP).
Nice To Haves
- general familiarity with financial concepts across multiple asset classes.
- experience working within a SaaS environment.
- proficiency in Salesforce or similar CRM platforms.
Responsibilities
- Build and maintain strong, long-term relationships with clients across Valitana's platform user base.
- Communicate with all clients on a recurring basis to assess satisfaction, gather feedback, and ensure continued platform engagement.
- Drive client retention efforts, track NPS scores, and identify upselling and cross-selling opportunities for existing clients.
- Analyze client feedback to surface trends and develop actionable recommendations for improving the client experience.
- Guide Valitana users through best practices and platform features to help them better leverage Valitana's offerings.
- Collaborate with internal product and engineering teams to relay client needs and advocate for product improvements.
- Maintain accurate and up-to-date records of client interactions, feedback, and engagement status.
- Support travel to client meetings or work-related events as needed (up to 10%).
Benefits
- Valitana offers a competitive compensation package including base salary and an annual performance bonus.
- Employees receive a comprehensive benefits package that includes an employer-matched retirement plan, healthcare with medical, dental, vision, and telemedicine, and PTO.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1-10 employees
